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CIK: 0001803005
Total reported value
$369.2M
$369.2M
69 檔
30.5%
In Q3 2024, Wealth Advisors of Iowa, LLC's U.S. equity holdings reached a combined market value of $369.2M, distributed across 69 disclosed stock positions.
During Q3 2024, Wealth Advisors of Iowa, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 19.89% | -0.42% | +1.56% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 11.49% | +0.76% | — | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 10.14% | -0.50% | — | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 8.67% | +0.25% | — | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 7.04% | — | +5.25% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 6.48% | +0.35% | — | |
| 7 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 6.37% | -1.18% | — | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.58% | -0.05% | — | |
| 9 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 3.25% | +0.31% | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.13% | — | +0.58% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.54% | +2.66% | -94.96% | |
| 12 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.25% | -0.08% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | -0.04% | -2.01% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.06% | -0.06% | -99.92% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.92% | -0.10% | -2.58% | |
| 16 | XLE | Ss Energy Select Sector | ETF-Other | 0.90% | +2.79% | -92.42% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.05% | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.75% | — | -0.33% | |
| 19 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.64% | — | — | |
| 20 | USMC | Principal US Mega-cap ETF | ETF-Other | 0.64% | -0.09% | +261.62% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.04% | -30.41% | |
| 22 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.57% | +0.29% | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | -0.02% | +9.37% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | -0.03% | — | |
| 25 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.49% | +0.17% | -93.35% | |
| 26 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.47% | -0.13% | — | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.47% | — | — | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.04% | +6.08% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.42% | -0.06% | +0.13% | |
| 30 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.39% | -0.03% | -0.10% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | — | +0.97% | |
| 32 | LNT | Alliant Energy CORP | Stock-Utilities | 0.33% | -0.01% | -6.19% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | -0.01% | -1.00% | |
| 34 | DE | Deere & Co | Stock-Industrials | 0.30% | -0.01% | — | |
| 35 | ADBE | Adobe Inc | Stock-Tech | 0.29% | -0.03% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.02% | — | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | -0.04% | — | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.22% | — | -0.67% | |
| 39 | WRB | Wr Berkley CORP | Stock-Financials | 0.20% | -0.01% | +50.00% | |
| 40 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.20% | — | — | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.19% | -0.02% | — | |
| 42 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.18% | — | +3.38% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | -0.01% | -2.37% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.17% | — | +0.75% | |
| 45 | EPD | Enterprise Products Partners | Stock-Energy | 0.15% | -0.02% | +0.03% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.15% | -0.02% | +0.28% | |
| 47 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.15% | — | — | |
| 48 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.14% | — | — | |
| 49 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.14% | -0.30% | — | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.14% | — | +0.51% |
According to official SEC Form 13F filings, Wealth Advisors of Iowa, LLC reported a total U.S. public equity portfolio value of $369.2M across 69 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including RSP, SPYM, USMV) accounted for 30.5% of total reported equity market value during Q3 2024.
During Q3 2024, Wealth Advisors of Iowa, LLC's top holdings by market value included RSP (19.9%)、SPYM (11.5%)、USMV (10.1%). The largest single position, RSP, represented 19.9% of total portfolio value.
In Q3 2024, Wealth Advisors of Iowa, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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